CRM with AI agents · India
Your CRM can do the admin. Your team can sell.
Onfinity CRM keeps every enquiry, every WhatsApp message and every quotation in one place. A team of assistants handles the follow-up and the paperwork. Your salespeople keep the calls, the site visits and the closing.
Book a demo See a leadThe pipeline, on one screen
CRM: lead scores, pipeline stages and quotations that become orders
Three screens from the CRM. Leads carry a score, so the next call picks itself. The pipeline shows every open deal by stage. And a proposal that is won becomes a sales order.
High-score leads
Prioritise your next conversation
Know where every deal stands.
Open opportunities and closed wins, in one view.
Turn proposals into orders
Converted proposals
#20028 → #50178
Converted · ₹42.7 L
#20033 → #50195
Converted · ₹5.65 L
Start here
This is one enquiry, on one screen
Onfinity scores every enquiry out of 100 and tells your team which ones to call first. No more guessing from a list of names.
- A score, so the good ones get called first
- Built from how interested they are, how well they fit, and whether they are actually buying.
- A stage you can see
- New, replied, talking, qualified, won. You can see where every enquiry stopped moving.
- A next step with a date and a name on it
- A follow-up with nobody's name on it is the one that gets missed.
Where Indian selling actually happens
The WhatsApp conversation sits on the lead
Your buyer sends a drawing on WhatsApp. Your salesperson quotes on WhatsApp. Then the salesperson leaves, and the company loses the whole conversation, because it was on a phone.
- Every message, on the enquiry it belongs to
- Sent and received. The drawing and the purchase order come with it.
- The next person can read what was agreed
- A salesperson resigns on Friday. On Monday the replacement opens the lead and sees the whole conversation.
- It counts as follow-up
- A quotation discussed on WhatsApp and then forgotten is exactly the gap Onfinity is watching for.
The new part
The assistant reads the quotation and suggests the next step
It sits on the same screen your people already use. It reads what is there, writes the next task, and waits. Nothing is saved until somebody says yes.
The number you present
A forecast you can defend in front of a board
Every deal carries a value, a chance of closing and a date. The forecast adds itself up from those, the same way every month.
It is the same record the sales order and the invoice come from. So the forecast and the accounts cannot tell you two different stories.
How the assistants work
Four assistants, each with one job
You give them a goal, like clearing every enquiry from last week's exhibition. Behind the scenes it is four assistants, not one. One hands out the work. One does it. One watches for what changed. A dealer goes quiet. A ₹14 lakh quotation is opened three times and never answered. The fourth reads the work before it goes out. Wrong price or a missing GSTIN, and it goes back.
Every step is written down: which assistant did what, and whether it worked. Nothing reaches a customer that you cannot trace back to a rule somebody wrote.
Before you sign anything
Four questions to ask every system on your shortlist
Most Indian buyers looking at Onfinity are looking at two or three other suites as well. Ask every one of them the same four.
- Is the CRM the same system as the accounts?
- In Onfinity the deal, the sales order and the invoice are one chain. Nothing is copied across at night.
- Where does the WhatsApp conversation live?
- On the enquiry, or on the salesperson's phone. Ask to see it during the demo.
- Can you see what the AI did?
- Ask them to show you the record of it. An assistant you cannot check is one you cannot let near a customer.
- What does the next module cost?
- Onfinity is one suite at ₹1,999 per user. Ask what happens to the bill when you add manufacturing, or payroll, or a second branch.
Where the day goes today
The work your sales team stops doing
Most of a salesperson's week is not selling. It is typing up what already happened, usually on Saturday morning.
- Writing up every call
- The assistant writes the note and moves the stage. The salesperson corrects it if it is wrong.
- Chasing a quotation nobody answered
- The follow-up goes out on time, in the words you approved, on mail or on WhatsApp.
- Building the Monday report
- The numbers are already in the system. The assistant puts them together before the meeting instead of during it.
- The follow-up nobody sent
- This is the expensive one. It is also the easiest to hand over.
Bring one week of your own enquiries.
What came in, who it went to, and what happened next. Bring the WhatsApp threads as well. The gaps are usually visible in ten minutes.
Book a demo Editions from ₹1,999Useful to have ready
- How many enquiries came in last week — exhibition, dealer, IndiaMART or a phone call
- How long a salesperson spends updating the system each day
- What your follow-up rule is today, written down or not
- Who checks a quotation before it goes out